How big is Jacoby & Jacoby, Inc.'s plan?

Jacoby & Jacoby, Inc.'s plan reported $1.6M in assets and 40 participants for 2024.

Original filing (PDF)20250714134731NAL0001110961001

Jacoby & Jacoby, Inc.

Name: Jacoby & Jacoby, Inc. — Jacoby & Jacoby, Inc. 401(k), Form 5500 (2024)
Creator: Jacoby & Jacoby, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacoby & Jacoby, Inc. 401(k) Plan

401(k) retirement plan · Jacoby & Jacoby, Inc.'s Jacoby & Jacoby, Inc. 401(k) Plan held $1.6M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Jason Jacoby signed Jacoby & Jacoby, Inc.'s 2024 Form 5500 as plan administrator.

Jason Jacoby — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jacoby & Jacoby, Inc.'s EIN is 75-1850429.

EIN 75-1850429

Plan number 001

Plan year 2024

ACK ID 20250714134731NAL0001110961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacoby & Jacoby, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacoby & Jacoby, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBY & JACOBY, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off